---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create an account relationship record

# Create an account relationship record {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create an account relationship record by selecting the account relationship type and
then selecting the accounts involved in the relationship.

## Before you begin

Role required: sn_customerservice_manager or admin

## About this task

The system administrator can create a relationship record for an account from the
Account Relationships related list on the Account
Relationship Type form.

The customer service manager and the system administrator can create a relationship
record for an account from the Account Relationships related
list on the account or partner record.  
Deleting a relationship record for an account also deletes the reverse relationship record.  
Note:  
Deleting a relationship record does not have any impact on customer service cases that refer to the relationship record.

## Procedure

1. Navigate to AllCustomer ServiceCustomerAccounts or Partners.
2. Select an account.
3. From the Account Relationships related list, click New.
4. Fill in the fields on the Account Relationship form.  
   {#t_CreateAcctRelationshipRecord__table_tvt_dtr_bs__entry__2}

   | Field | Definition |
   |-|-|
   | Account From | The source account for this relationship. If you are creating the relationship from an account or partner record, this field is automatically filled in; otherwise, make a selection from the Accounts list. |
   | Relationship Type | Select the account relationship type for this record. If you are creating the record from an Account Relationship Type form, this field is automatically filled in. Otherwise, make a selection from the Account Relationship Types list, which shows all active account relationship types. |
   | Account To | The target account for this relationship. |
   [Table 1. Account Relationship form fields]

   {#t_CreateAcctRelationshipRecord__table_tvt_dtr_bs}
5. Click Submit.  
   Once a relationship record has been created, it appears in two places:
   * The relationship appears in the Account Relationships related list on the source account record.
   * The reverse relationship appears in the Account Relationships related list on the target account record.
   {#t_CreateAcctRelationshipRecord__ul_efd_cpf_q5}

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